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Welcome to North Oak Recruitment, dedicated to delivering what we promise - a quality recruitment service. Whether you are a financial services company looking to recruit staff, or whether you are an individual looking for your next career move within financial services, you can rest assured that you will be in the safe hands of an expert, trained and experienced in managing all of your recruitment needs and putting your interests first.  Call us now for Financial Services vacancies.
 
   
 
   
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Financial Services Administrator
Salary Area Job Ref Consultant Sector
to £24,000 + benefits Nottinghamshire AL815 Angela Liscombe Financial Services Administration

Description

Financial Services Administrator – Wealth Management

Near Nottingham (Our Ref AL815)

Salary to £24,000 + benefits and discretionary bonus

 

My client is an award winning IFA organisation, providing professional financial advice to both private and business clients. They now have an exciting new opportunity for an experienced IFA Administrator to join their team.

The main focus of the role is to provide administrative support and valuations for two advisers, act as a liaison between work colleagues, advisers, clients and providers, alongside compiling basic suitability reports. Experience of Xplan and Morningstar would be an advantage, although full training will be naturally be provided.

We are looking for an individual who has previously worked within a financial services organisation, ideally an IFA practice, and who is supremely organised, pro-active with an ability to multi-task and has great interpersonal skills.  Industry qualifications would be an advantage.

If this role is of interest, please apply in confidence with an up to date CV or call Angela Liscombe at North Oak Recruitment for a confidential discussion.

 


 North Oak Recruitment have worked very hard to find me a position.  Angela has been friendly and professional, she listened to what I was looking for and I would recommend her to anyone looking for a new job. 
Sharon M.
 Angela is second to non in her knowledge of the financial services industry across the Midlands.  Having been made redundant I was feeling unsure about my future but Angela was very reassuring and quickly got to work for me.  Within 3 weeks, I had the perfect role and I can't recommend Angela highly enough - Thank You!
Kate M.